How to connect Zendesk

How to connect Zendesk


Zendesk is a leading desking platform across globe. with the help of the zendesk support tickets sync application, helps kylas users to sync and manage their Zendesk tickets from Kylas Itself.

Prequisites: 

  1. Permissions: Any user with access to the Kylas account API key or access to Kylas Marketplace app.
  2. Product Plans: Elevate
  3. Activities to be Completed: None

​

Steps to Install application 

Step1: Click ‘Install App’ button on the Kylas Marketplace app Details page.



Step 2: Give the necessary permission required for the application and click on "Allow and Install".

Step 3: After the app is installed, sign up on the application with your Email account.

Step 4: Verify the Email by clicking on the verification link received in Email.

Step 5: After verification navigate to Kylas Marketplace → Installed apps →Zendesk

Enter Kylas API key: 
After successfully installing and signing up on the "Zendesk" application, Login to the app and click on "API key" section and enter your Kylas account API key. 

Connect Zendesk Account:-
Step 1: Navigate to Connected accounts and click on “Add Account”.


Step 2: Enter your account name and your zendesk domain name.


Step 3: Click on save and connect.

Step 4: Enter your Zendesk Credentials and sign in to zendesk.


Step 5: Navigate to view agents from the connected account page.



Step 6: Click on “Add Agent” map zendesk agent with Kylas agents and click on save.

Step 7:  The app is ready to use once all your agents have been mapped. Just go to any existing entity available on kylas eg. Lead, Contact, Deal and click on zendesk to see all the related tickets on entity details page.



Zendesk Icon will be shown on Leads, Deals, and Contacts.


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